Financial Planning

Financial Planning

With the removal of accountants’ exemption on the 1 July 2016, providing advice in relation to the establishment of Self-Managed Superannuation Funds (SMSFs) now falls under the same licensing requirements as other financial advice.

Due to these changes, we resolved to become an Authorised Representative of the SMSF Advisers Network (SAN), which enables us to continue to provide our clients with superannuation advice.

Being an Authorised Representative of SAN allows us to provide advice on SMSFs, specifically: